When investing in debt mutual funds, one of the most important — and often misunderstood — indicators is Yield to Maturity (YTM). For many investors, YTM is just a number on a factsheet. But understanding what it truly means can help you make better decisions, especially when comparing different debt funds. What is Yield to … Read more
Unifi Mutual Fund has unveiled its latest offering, the Unifi Dynamic Asset Allocation Fund, which aims to provide investors with returns that outpace inflation over varying economic cycles. The new fund is designed for those seeking low volatility and inflation-beating returns, with an investment horizon of two years or more. The New Fund Offer (NFO) … Read more
Amid the current market fall, some investors are facing a dilemma on whether to continue their systematic investment plans (SIPs) in mid and small-cap mutual fund schemes. In 2025, the Nifty 50 has seen a decrease of around 2 percent, while the Nifty Midcap 150 index has dropped by 7 percent, and the Nifty Smallcap … Read more
The ongoing debate regarding investment in small and midcap mutual funds and investors’ commitment to their systematic investment plans (SIPs) is raging. In January, the mutual fund industry experienced robust inflows, resulting in assets under management (AUM) reaching Rs 67.25 lakh crore. During this period, there were significant inflows in various market caps, with midcap … Read more
Passive fund adoption is on the rise, a survey conducted by Motilal Oswal AMC revealed, adding that 80% of investors have increased their allocation towards index funds and ETFs in the past year. Passive funds have seen a significant growth in assets under management (AUM), surpassing Rs 11 lakh crore by September 2024. This marks … Read more
Mutual fund investment: Since the introduction of NPS Vatsalya, many have been speaking about long-term investment plans, which extends for decades and can offer a multicrore asset on maturity. NPS Vatsalya, which is similar to the National Pension System, and equity MFs, or children mutual funds, are important tools for long-term wealth creation. Choosing the most … Read more
I want to invest monthly Rs 50,000 in the mutual fund for my retirement. I want a corpus of Rs 8 crore. I can invest another 19 years. Suggest me how I can prepare my portfolio and advice accordingly on which I can invest. Shivansh Dandona: Head – Investment Management, FinEdge says a rough calculation … Read more